Import Records and Send Mail
Once your system setup is complete, you can begin importing records and sending mail.
Access the Find Deals Wizard
- Go to Prospecting
- Click Wizards (top right)
- Select Find Deals
Choose Import Method
- Select Import from Data Service
- Review your available credits
- Click Define New Criteria → Next
Select Location
- Choose a State
- Select a County
- Click Next
Apply Filters
- You can leave Standard Filters = Yes (recommended for beginners)
- Or select No to customize:
- Minimum price
- Acreage
- Owner type (individual vs company)
- Mailing state (e.g., exclude in-state owners)
Click Refresh to update results, then Next
Select Number of Records
- Enter how many records to import (e.g., 100–500+ recommended)
- Click Next
Tag and Assign Records (Optional)
- Create a Tag (e.g.,
Maricopa_03-30-2026) - Assign to a team member (optional)
- Add to deal:
- Select Neutral Letter
- Status: Prospect
Click Confirm to import records
Send Mail to Records
Generate Letters
- Select your imported records
- Click Actions
- Choose Generate Documents
- Select Neutral Letter
Choose Delivery Method
- Local Printer: Download PDF and mail manually
- Mail House (Recommended): Use integrated mailing service
Select Mailing Speed
- Standard Mail: Lower cost, slower delivery
- First Class Mail: Higher cost, faster delivery
Review and Approve
- Preview all letters before sending
- Verify:
- Phone number
- Website
- Letter formatting
Click Approve to proceed
Payment and Status Update
- Enter payment details
- Once sent:
- Records move from Prospect → Mail Letter 1
Additional Notes
- Duplicate Protection: Previously imported records will not be re-imported
- Rejected Records: Invalid addresses are skipped and can be moved to skip tracing
- Reference Number: Each letter includes a unique ID to identify leads when they respond
- Manual Status Updates:
- Go to Actions → Bulk Changes
- Update property status as needed
Support and Troubleshooting
If you cannot find your websites or experience issues:
- Go to Help (top right)
- Select Support Tickets
- Submit a request with details (you can attach screenshots)
Support will review your account and confirm:
- Website availability
- Purchase status
- Any system issues
Custom Website Themes
You can customize your website design at any time.
Access Themes
- Go to Settings → Websites
- Scroll to Custom Themes
Install a Theme
- Download a theme from the user guide
- Click Upload Theme
- Install and activate
- Default themes: Legacy and 2.0
- Additional themes are available and fully customizable
- You can modify existing themes instead of starting from scratch
Best Practices
- Set up your system before importing records
- Mail at least 500 records for better response rates
- Use tags to organize campaigns
- Start with standard filters, then refine over time
- Use standard mail for neutral letters to reduce costs
Next Steps
- Monitor responses from mailed leads
- Use tags to track campaigns
- Explore custom documents to edit letter content
- Submit a support ticket for any questions or issues